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Gundlach, Einhorn, Ackman: What the Smart Money Is Buying Now

Stocks earning a thumbs-up at last week's annual Sohn conference included Humana and Moody's.

The 19th annual Sohn Investment Conference last Monday in Manhattan featured a slew of stock picks and a handful of pans from some famous investment managers, including headliner David Einhorn of Greenlight Capital, who took a shot at athenahealth (ticker: ATHN), a highflying electronic medical-records company that he thinks could fall as much as 80% from its recent high. Given his strong record of Sohn short recommendations, including Lehman Brothers in 2008, Einhorn's critique sent shares of athena down 15% on Wednesday, to...